Lead Wealth Advisor & Portfolio Strategy
Fisher Investments
Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Mark joined Fisher Investments in 2015. He has worked in the financial services industry since 1999, with experience at U.S. Trust and Bank of America. He earned a Bachelor of Science in Finance from Washington State University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Joel joined Fisher Investments in 2018. He began working in the financial services industry in 2011. Previously, he worked as a Financial Advisor with Park Avenue Securities and PNC Investments. In addition to being a CFP ® , EA and CEPA professional, Joel earned a Bachelor of Arts in Economics from Grove City College. Ben joined Fisher Investments in 2021. He has worked in the financial services industry for over 9 years and was an Investment Counselor with Fisher for 3 of those years. He earned a Bachelor of Arts in Finance from the University of Evansville. Scott joined Fisher Investments in 2024 and has more than 30years of legal experience. Previously, he practiced law in Oregon, specializing in estate planning, business succession and real estate. He is a licensed attorney in Oregon. Scott earned his JD from Lewis and Clark College’s Northwestern School of Law and a Bachelor of Arts in Interdisciplinary Studies from American University. John Shickich John joined Fisher Investments in 2022. Previously, he practiced law in Oregon where he focused on estate planning, probate, trust administration and elder law. He is a licensed attorney in Oregon. John earned his JD from the University of Oregon School of Law and Bachelor of Arts in economics and business administration from the University of Puget Sound. Chris Huelsmann Chris joined Fisher Investments in 2003. In the Portfolio Evaluation Group, Chris specializes in personalized portfolio analysis and investment strategy recommendations. Chris earned a Bachelor of Science in Business and Finance from Eastern Illinois University. Xander Leonard Associate Investment Counselor Xander joined Fisher Investments in 2023. Before joining Fisher as a Quality Control Associate, he worked as a personal banker. He earned a Bachelor of Science in Business Administration & Economics from the University of Oregon. Jacob Halvorson Client Service Specialist Jacob joined Fisher Investments in 2025. He earned a Bachelor of Arts in Finance at Washington State University. Client Service Specialist Noah joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from the University of Kansas. Client Service Specialist Deborah joined Fisher Investments in 2025. She earned a Bachelor of Arts in Visual Arts from Taylor University. #J-18808-Ljbffr Fisher Investments
$105.4k - $207.8k
...2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team... ...Finance Transformation Advise and Implement offering portfolio. The team works across finance strategy, process, operations, and technology to help...SuggestedLocal areaVisa sponsorship- ...Consulting is seeking an Account Strategist, Paid Media, to oversee a portfolio of paid media campaigns for B2B SaaS clients. You’ll manage... ...expertise in Google Ads, Facebook Ads and LinkedIn Ads, and the ability to translate data into strategy. #J-18808-Ljbffr DirectiveSuggestedRemote job
$177k - $300k
...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their... ..., and developing planning strategies while focusing on the bank's ability... ...appropriate. Responsibilities: Leads the wealth planning engagement process...SuggestedFull timeWork experience placementLocal areaWork from homeShift workDay shift- ...Portland, OR is seeking a dedicated financial advisor to partner with clients, understand goals, and deliver tailored strategies. You will act as their fiduciary, guiding... ...while expanding relationships across TIAA’s wealth-management capabilities. This sales‑oriented...SuggestedFlexible hours
$150k - $170k
...we bring MORE change to the world. Learn about the Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT portfolio management and governance processes across the IT organization...SuggestedFull timeWork at officeImmediate startRemote workWork from homeFlexible hours- ...seeking a brand leader to train and refine AI-generated presentations for professional settings. The role focuses on 4+ years in brand strategy or branding at top agencies or CP companies, delivering high-impact decks with polished visuals and precise writing. Remote, part-...Remote jobPart time
- ...to guide the Oregon Public Health Division's messaging and media strategy. You will develop and execute comprehensive plans, translate... ...counsel to leadership on communications and crisis response. You will lead statewide and national earned-media efforts, build relationships...
$102k - $220k
...Logitech is looking for a dynamic Category Portfolio Manager to manage the comprehensive... ...and market share). Serving as a regional lead, the ideal candidate will bring passion... ...Develop and implement pricing and promotional strategies to drive market growth and share.Manage...Full timeWork at officeImmediate startRemote workWork from homeRelocationFlexible hours2 days per week3 days per week- CLA is a top 10 national professional services firm seeking a Senior - Accounting Methods to join our Federal Tax Strategies team in Portland, OR. The role offers growth, flexibility and a collaborative environment, focusing on timing and character of income, expense,...
- Milliman MedInsight is seeking a Senior Product Strategy Manager to lead payer portfolio strategy and commercialization. You will translate market needs, client insights, and business objectives into differentiated products and 12-24 month roadmaps in partnership with...Remote job
$200.7k - $250.9k
Mercury is seeking a Senior Risk Strategist to focus on card fraud strategies in a hybrid work environment. This role requires 6+ years of analytical experience, with a strong emphasis on card fraud detection and compliance. You will partner with various teams to implement...Remote job- Arboreal Management in Portland, OR is seeking a Senior Portfolio Manager to oversee a diverse portfolio of apartment communities. You will... ...'s growth while maintaining high resident experience. You will lead a talented group of property managers, leverage a proprietary...
$80k - $135k
...clients in the United Kingdom. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service... ...financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape...Work experience placementWork at officeWork from homeFisher Investments
Washougal, WA3 days ago$65k - $85k
...Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate... ...performance, and collaborate with multiple departments to develop strategies that protect portfolio assets and support responsible growth....Altius Search Group
Portland, OR1 day ago- ...professional, and requires strong close processes, cost and margin analysis, and collaboration on forecasting and cash management. This is a direct-hire opportunity with room to influence financial strategy and drive process improvements. #J-18808-Ljbffr Opti Staffing Group
$80k - $105k
...grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our... ...with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage...Work at officeWork from homeFisher Investments
Camas, WA2 days ago- ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...personalized financial strategies and exceptional client service... ...and long-term prioritiesGuide portfolio strategy and implementation by... ...services, investment advisory or wealth managementCFP® (Certified...Temporary workFlexible hours
Edward Jones
Camas, WA1 day ago - ...Farm seeks an experienced Trial Attorney for the Portland area to join the Claim Litigation team, handling case ownership and trial strategy in Oregon state courts. The role supports a remote work arrangement with monthly on-site meetings at Seattle, WA. Travel and...Remote job
$85k - $150k
...Financial Advisor OnPoint Community Credit Union... ...Services, Inc., one of the leading Broker/Dealers in the... ...clients on investment strategies and other financial... ...Review and communicate portfolio performance to clients... ...Union and OnPoint Wealth Management & Investment...Temporary workLocal area$80k - $135k
...the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance... .... You will partner with our internal portfolio decision-makers, auxiliary research teams... ...educate them on our top-down portfolio strategy, their investments and important market...Work experience placementWork at officeWork from homeFisher Investments
Washougal, WA1 day ago$107.6k - $198.4k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through... ...as the functional workstream lead for IBM MREF implementation to organize,... ...infrastructure projects, and real estate portfolio optimization.QualificationsRequired: Bachelor...Local area$178.8k - $238.7k
...opportunity for all.eBay’s Collectibles team leads the development and delivery of our FC... ...on our launched trading cards category, portfolio of collectibles companies, and the... ...will be a key member of the Collectibles Strategy & Partnerships team reporting to the Director...Contract workImmediate startRemote workVisa sponsorship$75k - $85k
## Associate Wealth AdvisorApplyremote type: Partially... ...an Associate Wealth Advisor to join our team! The... ...creating and implementing strategies in retirement, risk... .... Partner with the Portfolio Management team to approve... ...to independently lead client communications...Work at officeRemote work2 days per week$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...: The Partner, Sr. Wealth Advisor works in a client... ...a team of experts in portfolio management, financial... ...this role include: Lead and develop a high-... ...sophisticated financial strategies with clarity , leveraging...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Portland, OR4 days ago- ...are looking for an Associate Financial Advisor who will work with an established Financial... ...communities in alignment with firm strategy. Supporting and Training Paid training... ...' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation...Full timeTemporary workWork at officeFlexible hours
$92.82k - $109.2k
...credit quality analysis and gathering, analyzing and interpreting that information. May involve analyzing either an existing loan portfolio or a prospective loan in order to maximize credit quality and minimize risk and potential losses. Acts as a consultant in the area...Full timeWork experience placementLocal area$160k - $200k
...collaboration? Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios... ...employee-owned, independently-operated wealth management firm that's been earning the...Temporary workWork at officeRemote work3 days per weekColdstream Capital Management
Portland, OR1 day ago- ...Portfolio Management Specialist InternThe Portfolio Management Specialist Intern works under the Senior Regional Portfolio Manager for... ...on the financial performance of the communities; and implement strategies for enhancing the value of the assets with guidance from...InternshipLocal area
Cascade Management
Portland, OR1 day ago - ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...growing and deepening relationships within a portfolio of clients. As a successful Financial... ...presentations with confidence, and recommend strategies to help clients achieve their financial...Full timeWork at officeImmediate startShift workDay shift
- ...POSITION SUMMARY The Social Media Growth Lead owns barre3's organic social growth end... ...Develop and execute the organic growth strategy: content pillars, posting cadence, format... ...and running a test-and-learn loop. ~ A portfolio or reel of content you personally created...Seasonal workWork at officeLocal areaRemote workWork from homeHome officeFlexible hoursShift work
barre3
Portland, OR2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Wealth Advisor & Portfolio Strategy. Be the first to apply!
- jde finance consultant Camas, WA
- estate planning consultant Camas, WA
- associate corporate finance Camas, WA
- wealth advisor Camas, WA
- financial planning associate Camas, WA
- financial consultant Camas, WA
- financial planner Camas, WA
- financial counselor Camas, WA
- finance associate Camas, WA
- financial associate Camas, WA